Here is a summary of how notifications work for client users in the platform -
A. Client Conversation Activity: We notify you whenever there is a new message (or file) added to a Conversation
- Blue Unread indicator next to the workspace name
- Mobile Notification (if app is installed and notifications are enabled)
- By Email (if you have not clicked into the workspace to read the message already)
B. Client Tasks: We notify you when a new client task(s) is added to the workspace or when an accountant user "Reminds" you about client tasks
- In the Notification Bell
- Mobile Notification (if app is installed and notifications are enabled)
- By Email (if you have not clicked into the bell to read the notification already)
C. File Manager: We notify you when an accountant adds a file to a folder in File Manager
- In the Notification Bell
- Mobile Notification (if app is installed and notifications are enabled)
- By Email (if you have not clicked into the bell to read the notification already)